GoProposal Ideas Portal

1 Vote

<h1>hello</h1>

<h1>hello</h1>

Created 24 Feb 17:34 by Guest

Electronic Check

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5 Vote

Add Quarterly billing to clients

Allow pricing to be set by a quarterly charge rather than monthly or annually

Created 03 Aug 11:18 by Guest

New Feature

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1 Vote

Ability to be able to amend the wording on AML texts and e-mails to client

Ability to be able to amend the wording on AML texts and e-mails to client

Created 14 Feb 15:32 by Guest

Electronic Check

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1 Vote

Payrolling Benefit In Kind

As payrolling benefit in kind will be mandatory from the 2026-27 tax year it would be useful to have an oversuite terms option for this service rather than just the P11D option. We are looking to get our employers moved over to payrolling benefits...

Created 14 Feb 11:20 by Guest

OverSuite

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3 Vote

Countdown of how many proposals sent in month?

might just be me as I'm fairly new but my dashboard looks messy with various versions and some old unsigned ones, I have tried using the date as filter.

Created 03 Oct 15:22 by Kirsty St John

Proposal Dashboard

0 Great Idea Currently In The Works
5 Vote

Export line item prices as csv

It would be great if line item pricing could be exported as csv rather than just as pdf

Created 20 May 17:20 by Guest

Existing Feature

2 Great Minds Think Alike - This Exists Today
1 Vote

Automatically notify team of renewals

When a proposal has run a term (be that 3/6/9/12 months) an automatic reminder sent to dash board or email to review/renew

Created 06 Feb 16:13 by Guest

New Feature

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5 Vote

Reporting: To be able to see total revenue being brought in across different line items

To break down and visualise the fee's different services (line items) are bringing to the business.

Created 11 May 08:35 by Danielle Fisher

New Feature

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1 Vote

Email notification for lost proposals

Email notification for any proposals that have been marked as lost.

Created 31 Jan 13:16 by Guest

Proposal Dashboard

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1 Vote

Allow an export of all contacts and current status etc. to excel.

This would then enable work to be carried out on the contacts that require things doing on them and passing them on to team members to do.

Created 29 Jan 16:05 by Jason Butler

Contact Hub

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